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Companies

MKC Wealth snaps up Dartford and Macclesfield IFAs

Companies

MKC Wealth snaps up Dartford and Macclesfield IFAs

Both firms have been acquired for an undisclosed sum

clock 17 May 2024 • 1 min read
St James's Place takes stake to retain one of its largest partner firms

Companies

St James's Place takes stake to retain one of its largest partner firms

The wealth giant has taken nearly 20% in a partner firm's parent company

clock 10 May 2024 • 1 min read
Titan Wealth completes deal for London-based investment boutique

Companies

Titan Wealth completes deal for London-based investment boutique

Aims to expand its network’s offering to high-net-worth individuals

clock 07 May 2024 • 1 min read
MWA Financial acquires Kent advice firm adding £100m in assets

Companies

MWA Financial acquires Kent advice firm adding £100m in assets

First deal since the firm received PE backing from Coniston Capital

clock 02 May 2024 • 1 min read
Loyal North adds £60m in client funds with Surrey advice firm buy

Companies

Loyal North adds £60m in client funds with Surrey advice firm buy

Whitman Fry will be part of the firm’s regional hub

clock 22 April 2024 • 1 min read
Söderberg & Partners takes stakes in four more advice firms

Companies

Söderberg & Partners takes stakes in four more advice firms

‘We are not a consolidator, our goal is to support passionate entrepreneurs’

clock 16 April 2024 • 2 min read
Single-adviser firm sells to local IFA as he 'shuns consolidators'

Companies

Single-adviser firm sells to local IFA as he 'shuns consolidators'

Simon Aucott sells his firm to Staffordshire-based IFA Bank House

clock 27 February 2024 • 2 min read
MKC Wealth acquires female-focused financial planning firm

Companies

MKC Wealth acquires female-focused financial planning firm

The firm will operate under the new brand MKC Wealth for Women

clock 26 February 2024 • 2 min read
Mattioli Woods selects T. Rowe Price to develop income model portfolio

Companies

Mattioli Woods selects T. Rowe Price to develop income model portfolio

Headed up by investment advisers Yoram Lustig and Michael Walsh

clock 15 January 2024 • 1 min read
Succession Wealth buys Plymouth-based IFA adding £165m in assets

Companies

Succession Wealth buys Plymouth-based IFA adding £165m in assets

This is the wealth manager's third acquisition under Aviva ownership

clock 09 January 2024 • 1 min read
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